Money, Money, Money
Money, Money, Money
Out of context: Reply #7
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- 20020
^ i dont agree
you can get financial advice from a professional for a fee without having an active relationship.
most advisors offer open architecture where they recommend products outside their bank or office.
CFP looks at your assets and your goals (short term or long term) - it is up to you execute them (unless you give them management).
there are lots of online resources but they are not personalize for your goal and your situation.
- Everybody's different. My cfp is helpful, but I would not rely on her firm for investments, that's another job (one I prefer to have control of)formed
- You get a CFA for that2002
- nah, I've done much better on my own, unless you have a ton you won't get any advice you can't find yourself (beyond someone selling their mutual funds)formed
- have you tried CFA or similar? if not, how do you know you are doing better?2002
- I am doing better than the majority of analysts, so I'll take it at that. I don't have $20mill for someone that knows what they are doing to pay attention.formed
- plus, I don't like paying for fees when I know as much as they do, if not more (about the relevant details)formed